Member-Focused Financial Services Advisor
Altura-Credit-Union
Altura Credit Union in Riverside, CA, is seeking a Financial Services Representative. The role focuses on identifying members' needs, opening new accounts, and cross-selling Altura's products and services while delivering a warm, positive experience. You will assist with teller transactions, support fraud processing, loan applications, and ensure compliance. A high school diploma and at least one year in financial services are required; notary public commission is also required. #J-18808-Ljbffr Altura-Credit-Union
$20 - $26 per hour
...Financial Representative State Farm Agent Team Member As Financial Representative State Farm Agent Team Member with... ...insurance products and financial services. As an organized and detail-oriented... ...clarification. Use a customer-focused, needs-based review process to...SuggestedHourly payFor contractorsWork at officeImmediate startRemote work$26 - $28 per hour
Member Acquisition Specialist Riverside County, CA (Field-Based) Compensation: $26-$28/hour (Full-Time) About Us Zócalo Health is a... ...opportunities into enrolled Zócalo Health members. This role focuses on direct member engagement, enrollment conversations, same-day...SuggestedFull timeLocal areaRemote workHome officeFlexible hoursShift workAfternoon shift- ...common purpose to help make financial lives better through the power... ...conducting transactions through self-service resources, such as mobile... ...work ethic and intense focus on results, acting in the best... ...registered investment adviser, Member SIPC and a wholly owned...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
- ...Financial Solutions Advisor - Northern Inland Empire Area Corona, California;Chino... ...whether shaped by military service, community college... ...Branding • Customer and Client Focus • Oral Communications •... ...registered investment adviser, Member SIPC and a wholly owned...SuggestedTemporary workWork at officeMonday to FridayFlexible hoursShift workDay shift
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial... ...a financial representative focused on client-building and... ...Funding · Investment & Advisory Services · Trust Services · Retirement... ...adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern...SuggestedFull timeContract workFor contractorsWork at office$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹... ...9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns...Work at officeWork from homeHome officeFlexible hours$65k - $85k
...common purpose to help make financial lives better through the power... ...National Financial Solutions Advisor (NFSA I) , your journey begins... ...industry leading products, services, and education. Robust marketing... ...Customer and Client Focus Oral Communications Active...Work at officeShift workDay shift$20 - $25.14 per hour
...the local community, helping provide the financial service backbone for its residents, employees... ...military, or education Customer service focus with experience handling complex... ...professionalism with customers and team members Experience working with others on a team...Hourly payPart timeWork experience placementLocal area$50k - $150k
...Financial Advisor As a Financial Advisor, you will partner with individuals and families to... ...Your opportunity to thrive in financial services starts here. Competitive Advantages:... ...financial services organization whose member companies offer access to a broad portfolio...Full timeContract workRelocationFlexible hours$81.5k - $150.1k
...computer security incidents and ensure vulnerability compliance. Perform risk and vulnerability assessments of relevant technology focus areas. Make cybersecurity recommendations to leadership based on threats and vulnerabilities. Additional Information The incumbent...Work at officeLocal areaRemote workWork visa2 days per week3 days per week- ...position determines eligibility and administers all phases of the financial aid process to include all federal, private, campus based, and... ...and accuracy. Able to interact positively with other staff members by maintaining a team player attitude. Essential Sensory Abilities...Work at office
- ...provide exceptional customer service to make a difference in the lives... ...customers to discuss their financial needs, answer questions,... ...experienced tellers and other staff members. Physical Demands and Work... ..., and the ability to adjust focus. The noise level in the work...Bank staffWork at officeImmediate start
- Bank of America is seeking a customer-focused associate to engage clients at the in-branch lobby, educate them on self-service resources, and process cash transactions accurately... ...will build relationships to understand financial needs and connect clients to solutions...
$88.3k - $162.43k
...limited to employee and student records, health and patient records, financial data, strategic plans, proprietary information, and any other... ..., and culture. UCR gives every student, faculty and staff member the resources to explore, engage, imagine and excel. UC Riverside...Full timePart timeFor contractorsWork at officeLocal areaRemote workWorldwideWork visa$28.85 - $36.06 per hour
...guided by a common purpose to help make financial lives better through the power of every connection... ...by identifying broader product and service solutions that meet their investment and... ...desire for point of call resolution- Focus on client satisfactionDesired Qualifications...Hourly payFull timeWork at officeFlexible hoursDay shift$15 - $19.8 per hour
...Vetco Customer Service Team Member Create a healthier, brighter future for pets, pet parents... ...-defining health and wellness company focused on improving the lives of pets, pet parents... ...Total Rewards, including health and financial benefits, 401K, incentives, and PTO,...Hourly payWork at officeLocal area$70k - $80k
...solutions to clients to help them achieve their financial goals. Key duties include triaging client... ...make referrals to appropriate internal service providers based on client needs and asset... ...Experience Branding Customer and Client Focus Oral Communications Issue Management...Temporary workMonday to FridayShift workDay shift$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a... ...you start as a financial representative focused on client‑building and obtaining licenses... ...Funding • Investment & Advisory Services • Trust Services • Retirement Solutions...Work at office- Thrivent, based in Riverside, California, is seeking financial advisors to provide expert financial guidance. As part of a values-driven organization, you will help clients achieve financial clarity and well-being while enjoying unlimited earning potential through commissions...
- ...Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center... ..., and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you’ll...
$103.1k - $196.3k
...Operations (ADFBO) serves as an influential and collaborative member of the Administrative Services and Strategic Executive Team (ASSET). The ADFBO manages... ...administrative functions, space management, and financial, budgetary, and contracts/grants operations for the executive...Local areaWork visa$70k
...High rejection tolerance, thick-skinned, and highly motivated by financial targets. The Experience: 1+ years of high-volume outbound... ..., CA and help customers with their insurance and financial services needs, including: Auto insurance Home insurance Life...For contractorsLocal area$25 per hour
...Finance Council Advisor Student Riverside, CA • Part-Time Ability to meet quarterly or as deemed necessary... ...of all students' functions as they relate to Financial Administration, Bursar, Student Financial Services, and Accounts & Loans. Assist Financial...Part time$58.44k
...Personal Financial Counselor, Assignment Ready Counselor, California This position will provide coverage in short-term... ...the full breadth of personal financial counseling services to military service members and their families at military installations. Services...Contract workTemporary workWork at office$37.13k - $61.88k
...identifying opportunities to improve a customer's financial wellbeing and create loyalty while... ..., participates in proactive sales and service activities and identifies referral... ...we expect our employees to be: Customer Focused - Knowledgeable of the values and practices...Temporary workWork experience placementWork at office$20 per hour
...responsible for providing superior customer service at the retail banking center, receiving... ..., as well as protection of confidential financial information, to include non-disclosure... ...does not supervise other staff members. Required Education and/or Experience...Hourly payMonday to ThursdayDay shift- McKell Partners Wealth Management, located in Riverside, California, is looking for an experienced financial planning professional to enhance our advisory services. In this role, you will be the primary point of contact for clients, assisting with financial plan preparation...
- La Sierra University in Riverside, California is seeking a Student Financial Services Counselor. This role is responsible for providing comprehensive information regarding federal aid programs and counseling students in their financial situations. The ideal candidate will...
$20 - $23 per hour
...life's expenses. In this role, our team members thrive in a competitive atmosphere where... ...the role, ensuring timely and efficient service Exceed customer expectations through... ...prorated based on start date) OneMain Financial (NYSE: OMF) is the leader in offering...Full timeTraineeshipWork experience placementLocal areaMonday to Friday$49.5k - $82.5k
...through a variety of proactive sales and service activities. Manages the customer... ...opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners... ...expect our employees to be: Customer Focused - Knowledgeable of the values and practices...Full timeTemporary workPart timeWork experience placementWork at office
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